Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q2
$206K Sell
2022
Q1
$273K Sell
2021
Q4
$363K Sell
2021
Q3
$318K Buy
2021
Q2
$259K Buy
2021
Q1
$222K Buy
2015
Q2
Sell
2015
Q1
$0 Buy